SameGoal provides administrative users with bulk import functionality. To use, log in as an administrative user and visit Settings > Bulk Loader.
- Students must be provided in the students.csv file format.
- Students must be loaded simultaneously with guardians.
- This utility adds or updates each student included in the file.
- This utility cannot be used to delete students.
- Students omitted in a subsequent file load will not be deleted from the database.
- Students may be deleted in the web interface.
- Guardians must be provided in the guardians.csv file format.
- Guardians must be loaded simultaneously with students.
- This utility expects the Student Id for each guardian record to match the Student Id of a student included in students.csv. Guardian records that reference a Student Id not included in students.csv will not be loaded.
- When loading students and guardians, this utility assumes the two files represent the most up-to-date student/parent demographics for each student. If guardian(s) exist in the database for a given student which are not included in the load, these guardians will be deleted.
- Users must be provided in the users.csv file format.
- This utility adds, updates or deletes each user, along with their user roles and buildings, included in the file.
- Users not assigned a user role will have a default permission of None for all forms and a max permission of Owner for all forms in all buildings available in the district.
- Users omitted in a subsequent file load will not be deleted from the database.
- To delete a user, specify an explicit Deleted column or use the web interface.
- User roles must be provided in the user_roles.csv file format.
- This utility adds or updates each user role form permission record included in the file.
- This utility cannot be used to delete form permissions from a user group, or user roles themselves.
- User role form permissions omitted in a subsequent file load will not be deleted.
- User roles and user role form permissions may be deleted and undeleted in the web interface.
- This utility expects a 2-column CSV with columns Student ID, Medicaid ID.
- Bulk loaded Medicaid IDs are written to each student's Details tab.
- Once present on a student's Details tab, this Medicaid ID is available for copy/insert into documents where relevant.
- Absences must be provided in the absences.csv file format.
- Bulk loaded absence dates and comments are written to each student's Details tab, in the Start and Comments column under Student Absences, respectively.